Working at eMoney Advisor | Glassdoor

eMoney Advisor Overview

Radnor, PA
501 to 1000 employees
Company - Private
Enterprise Software & Network Solutions
Unknown / Non-Applicable
eMoney Advisor, LLC (“eMoney”) is the leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technologies and services enable ... Read more

Mission: To transform the way financial professionals deliver advice at scale and build collaborative relationships with their clients.

Company Updates

  • eMoney Advisor celebrates 50,000 users with surprise visit to ARGI Financial Group

    eMoney Advisor celebrates 50,000 users with surprise visit to ARGI Financial Group - eMoney Advisor Blog

    New business from ARGI helped eMoney surpass 50,000 users earlier this year eMoney's visit included planning, popsicles and puppies LOUISVILLE, KY - May 8, 2018 - Employees of eMoney Advisor, a leading provider of scalable wealth technology solutions, recently surprised the team at ARGI Financial Group at their home office in Louisville, KY.

  • eMoney Advisor named “Top Financial Planning Domain Owner” in LPL’s annual Vendor Affinity Program awards

    eMoney Advisor named "Top Financial Planning Domain Owner" in LPL's annual Vendor Affinity Program awards - eMoney Advisor Blog

    eMoney is honored to be named by LPL Financial as the Top Financial Planning Domain Owner in LPL's Vendor Affinity Program for the second consecutive year. The program is an initiative designed to help advisors reduce the complexity and costs associated with running their businesses.

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eMoney Advisor – Why Work For Us?

eMoney creates interactive wealth management technology that transforms how
financial professionals, firms and, enterprises operate their businesses and serve their clients. We believe our clients’ challenges are our opportunities, and our employees work with a passion and dedication each day to deliver industry-leading technology and unmatched service — all with the ultimate goal of helping our clients succeed.


THE CULTURE: We strive to embody our values of collaboration, innovation, passion, integrity and fun. Our office environment is casual, but we get serious work done. Our open door policy enables collaboration and we recognize one another for good work.

THE PEOPLE: We know that our people are our single biggest asset, and we think you’ll agree. Our employees are smart, passionate and energetic, and they care about each other. You’ll do more than work here. You’ll make friends, gain mentors, learn, grow, have fun and contribute to eMoney’s success.

THE PATH: Our people make our company, and we want them to continually develop and grow. Through on-site training, off-site courses, mentoring programs, internal promotions, and interdepartmental partnerships, we encourage our employees to develop their own career paths, providing them with the resources and guidance they need to reach their full potential.

THE BENEFITS: Great medical plan? Check. Low cost yet rich dental and vision plans? Check. Free life insurance, short and long-term disability and virtual doctor’s visits? You know it. In addition to a 3.5% 401(k) match, a flexible work options program, paid parental leave, educational assistance and numerous wellness programs like an on-site nutritionist, yoga, flu shots and more, we’ve got you covered!

THE PRODUCT: Talk about cutting edge. Before eMoney came along, there wasn’t a product like it on the market. We give financial advisors and their clients a way to visualize and understand their financial picture and accomplish their goals. We’re constantly and obsessively looking for ways to improve. We even give free access to all of our employees so they can see our product in action for themselves.

THE PERKS: Nobody should work on their birthday. That’s why it’s one of our 11 paid holidays, in addition to generous paid time off. And no one should work on an empty stomach, so we have free snacks, coffee, tea, and drinks. We want people to get to know each other and understand what’s happening at eMoney, so we have monthly, lunchtime Food for Thought events, along with annual company events like wing bowls, holiday parties, picnics, fundraisers and more to enable collaboration and camaraderie.

[To view full bios, visit]

Ed O’Brien, CEO

Named CEO of eMoney Advisor in March 2016, Ed O’Brien has spent his 30-year career focused on the development of technology platforms that enable business growth for financial professionals.

Frank Tropiano, Head of Client Services

Currently serving as Head of Client Services, Frank leads more than 150 employees dedicated to customer service, implementation, training, coaching, and client support.  

Jason Reiser, Head of Legal and Risk

As Head of Legal and Risk at eMoney Advisor, Jason oversees the legal strategy of the company, including the structuring and negotiation of eMoney’s transactions, coordinating the protection of the company’s intellectual property, managing litigation matters, and ensuring eMoney’s commitments to its data privacy obligations.

Jess Liberi, Head of Product

As Head of Product and a member of eMoney’s core leadership team, Jess is responsible for the definition and execution of eMoney’s product vision and strategy.  In this role, Jess leads a team that focuses on the evolution and development of eMoney’s robust portfolio of products and works closely with financial advisors and advisory firms to understand their needs and delivers comprehensive and competitive solutions.

Matt Schulte, Head of Financial Planning

Matt currently leads eMoney’s financial planning organization, which focuses on helping clients fully utilize eMoney’s dynamic financial planning tools. Relying on in-depth collaboration with clients, Matt and his team of certified financial planners and analysts help clients implement practice management strategies to achieve business results.

Megan Murray, Head of Finance

Megan has served as eMoney Advisor’s Head of Finance since August 2015. She oversees teams dedicated to financial planning and analysis, strategy and pricing, accounting and billing, and facility management.

Nick DiLisi, Jr., Head of Technology

Nick currently serves as Head of Technology at eMoney Advisor, overseeing software development and IT operations for the company. 

Stephen Langlois, Head of Business Development

Stephen currently leads business development efforts and oversees eMoney’s revenue-generating departments, including advisor and firm sales, enterprise sales, relationship management, and strategic partnerships. 

Susan McKenna, Head of Marketing

Susan is responsible for providing the vision and marketing strategy that aligns with eMoney’s strategic priorities. She leads a team of nearly 30 that supports the firm’s client acquisition strategy, along with the development and execution of robust strategies and campaigns related to client communications, product marketing, events, content, creative services, public relations, brand, and internal communications.

Tessa Raum, Head of People Experience

As Head of People Experience, Tessa is responsible for leading the firm’s employee success strategy, talent management practices, and all human resource functions. She and her team work to maintain and enhance eMoney’s collaborative culture, as well as define and execute the company’s talent development strategy.

Join the eMoney team. Be a part of something great.

eMoney offers a fast-paced, highly collaborative work environment that empowers each individual to realize their full potential.

Want to make a difference in the financial lives of millions of individuals? That's what we do at eMoney.

We build great software to help financial advisors deliver important advice and a meaningful experience to their clients. Every time a client meets with an advisor using our software, we're proud.

Click here to check out our open positions!

eMoney Advisor Reviews

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Ed O'Brien
21 Ratings
  • Featured Review

    "Great Place to Work"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Philadelphia, PA
    Current Employee - Anonymous Employee in Philadelphia, PA
    Positive Outlook
    Approves of CEO

    I have been working at eMoney Advisor full-time (More than a year)


    Growing company, flexible work options and one of the best office's in the greater Philadelphia area. I'm not sure if everyone realizes how great this place is and some only find out the hard way by leaving and then attempting to come back a short time later.


    Commute. Unless you live within a 10 mile radius your commute will be rough. The option to work from home makes this more tolerable

    Advice to Management

    Keep listening to your employees and empowering them to make decisions.

See All 87 Reviews

eMoney Advisor Photos

eMoney Advisor photo of: Game Room
eMoney Advisor photo of: Celebrating 50,000 clients!
eMoney Advisor photo of: 2017 Stevie Awards
eMoney Advisor photo of: The eMoney team at InvestmentNews' Women to Watch
eMoney Advisor photo of: Photo booth fun at the 2017 Holiday Party
eMoney Advisor photo of: 2017 Wealth Management Industry Awards
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eMoney Advisor Interviews



Getting an Interview

Getting an Interview





    PM Interview

    Anonymous Interview Candidate
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    Neutral Experience
    Average Interview


    I applied online. The process took 5 weeks. I interviewed at eMoney Advisor.


    - 8 Interviews total

    - Overall the interviews were fairly easy
    - Company culture seems great & people definitely like their jobs
    - HR is professional and responsive

    - I was asked flat out if I had children and how old
    - I was told, in my final interview by the individual that would be my boss, that they would "get me an offer quickly" then was contacted the following week with the response that they were interviewing more qualified individuals and would not be offering me a position.

    Interview Questions

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eMoney Advisor Awards & Accolades

  • Best Overall Fintech Software, FinTech Breakthrough Awards, 2018
  • Best Places to Work in Pennsylvania (Small/Medium), Central Penn Business Journal, 2013
  • Best Places to Work in PA((Small/Medium Companies)), Best Companies Group, 2014
  • Best Places to Work in San Diego(Medium Employers), Best Companies Group, 2014
  • Best Places to Work in PA(Large-Sized Companies), Best Companies Group, 2015
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